Planned Start Date and Planned Deadline for a job

Planned Start Date and Planned Deadline set time frames for each of the jobs. 

They are expressed as date and time, according to the setting chosen in Configuration > General Configuration > Settings > Number and Date Formatting. 

While it is up to you when exactly to set up the dates, they are both mandatory in order to change the job's status to Accepted (from Opened), or send a Job Offer for it. 

Planned Start Date and Deadline can be set up manually, or by an appropriate Automation, described here.

Setting up the dates

To set the dates manually for a single job, you can use either of the below methods:

  • use the Select Dates button directly on the job and work in the pop-up to define each of the dates
  • in case you have more than one job in a step, you need to use the side panel, which appears when you select a job. This works just fine in case of a single job too. 
  • use the Gantt Chart in the Jobs card just below. You can switch between the list of jobs and the chart using the cogwheel button, as shown below. 

Now you can drag the job, as well as its edges on the timeline.

Note that in case of multiple jobs within a step it is a good idea to first drag it over the timeline and then split.

Where do you see these dates?

Both dates are available to the vendor, displayed in the Vendor Portal, respectively as Start Date and Deadline

They can also be seen within a single Job.

Moreover, the dates are printed in the standard Purchase Order, but without exact time.

What do the dates do?

In general, they establish the ideal timeline of the project's particular steps.

Note that the project itself might start earlier than the start date of the initial, and end later than the deadline of the terminal job in the process, providing extra time for project management. 

If the deadline is exceeded, the Project Manager will receive an appropriate alert, described in this article. The subsequent job is not automatically started just because its predecessor is delayed. It will wait until it's actually finished. 

If the job is delivered before deadline, the next job in line will be Started (of course unless the project process is set up not to start the next job). 

If you decide to change the dates while the job is Started, the Vendor will receive an appropriate Notification, which is triggered 2 minutes after the occurrence (to allow further change or correction, if the date was changed by mistake) . 

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